download .csv.txt file to account
I am in day one of the trial and I am unable to link to my bank account thru your app. is there a way to download the transactions if the bank is not listed? Can you accept .csv.txt files?
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1 Posted by dwg on 18 Nov, 2015 10:19 PM
Moneydance can import many types of files.
The preference is formats like OFX/QFX, however the software can also import QIF files. Most Banks at least provide QIF files.
It is possible to work with CSV files using either the text file importer - installed through the extensions menu or the CSV importer - downloaded from the developers website:
For long term use the other formats are preferable to a CSV file
2 Posted by Scott Meehan on 19 Nov, 2015 05:16 PM
If your financial institution supports OFX or QFX, then those are the best file formats to use for importing, with QIF files being the next best and CSV files being a distant third. The first three types will be easy to import into Moneydance since they're designed for financial data, whereas CSV files will require some manual adjustments to be imported since they're not designed for financial data.
If your financial institution only supports CSV files, then you'll need to rename the file to have a .csv extension (instead of .csv.txt) and use this document:
to import your CSV file.
Please let us know if we can be of further assistance!
Infinite Kind Support
System closed this discussion on 19 Mar, 2016 05:02 AM.